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Oct 9, 2012
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dominates the application environment here in the u.s. in asia we think android will be driving that. apple has the choice of becoming a niche plan. we suspect there will be margin compression. we are seeing this year will be pretty good still. early next year they have to start focusing on emerging markets may be the peak in profitability is behind them. >> what would you have to see to get apple to a buy for you. what would be the catalyst or the trigger if they did something? what would it be? >> the biggest thing would be if the emerging carriers decided to subsidize in a really big way. a little bit half hearted. if we could see a lot more commitment to that and a lot of commitment to that kind of business model in india, indonesia and those markets i think we become more constructive on the name. at the moment it's hard to see how the operators can offer those subsidy policies for markets where the average revenue per userer is significantly lower than the u.s. the iphone is pretty hard to afford for the vast bulk of the emerging ma
dominates the application environment here in the u.s. in asia we think android will be driving that. apple has the choice of becoming a niche plan. we suspect there will be margin compression. we are seeing this year will be pretty good still. early next year they have to start focusing on emerging markets may be the peak in profitability is behind them. >> what would you have to see to get apple to a buy for you. what would be the catalyst or the trigger if they did something? what...
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Oct 8, 2012
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a really difficult environment, the past ten years. now all of a sudden, you see plans maintain their traditional allocation. now underfunded. the question comes back to, okay, if you ever are funded -- fully funded again what would you do in the future, having lived this in the past? and many are look tact and saying, you know what actually, our corporate balance sheets are strong enough, we can take that risk on right now of redee risking the plan full and paying out cash in order to use this liability-driven investing to in essence, create certainty about their statements they haven't had in the past. cfos can take one of the things off their list they worry about at night that keeps them up. >> derek, how do the fund managers presently feel about the volatility of the market? the loaned of the volatility as far as the s & p 500, how are they approaching investments based upon that? >> yeah, you know what, great point there, because basically what's happening is we see volatility as bag big concern. it shows up from our clients, sho
a really difficult environment, the past ten years. now all of a sudden, you see plans maintain their traditional allocation. now underfunded. the question comes back to, okay, if you ever are funded -- fully funded again what would you do in the future, having lived this in the past? and many are look tact and saying, you know what actually, our corporate balance sheets are strong enough, we can take that risk on right now of redee risking the plan full and paying out cash in order to use this...
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Oct 9, 2012
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we obviously in this environment focus on the things we can control. we got one thing there, two major issues were overshadowing it a little bit. a civil litigation case we moved out of the way and mediation, which has been pending there since 1989. that's gone. revenues, $5.8 billion. performance is basically paying off. we're hitting profitability highs. in the upstream business, you actually see when you open the hood that there's strong productivity underneath it and that we're adjusting the structure. that pretty much gives an idea of what's happening in the quarter here. >> a couple points, klaus. you mentioned that settlement with alba. is there any reason to believe there's more to come on this whether or not other lawsuits sort of carry on in the next quarter and the next quarter, or can you categorically say this issue is behind? >> well, the civil settlement is behind us. that's one thing. i mean, the thing that's still open there is basically the settlement with the doj and sec. we will continue negotiations on that. so that's important. th
we obviously in this environment focus on the things we can control. we got one thing there, two major issues were overshadowing it a little bit. a civil litigation case we moved out of the way and mediation, which has been pending there since 1989. that's gone. revenues, $5.8 billion. performance is basically paying off. we're hitting profitability highs. in the upstream business, you actually see when you open the hood that there's strong productivity underneath it and that we're adjusting...
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Oct 3, 2012
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it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not defending high frequency, but a lot of stuff is in these dark pools. i was talking with an nyse rep. where is all the liquidity that we talked about? where are the people that own these stocks? where are the top ten holders? everyone is so concerned about anonymity, they don't want to show whatever they have. >> you know what the problem srk the sorry will be written that the rules worked in this case. the problem is we don't know what caused this and we don't know what caused almost every other incident that has happened in the market over the last several years. >> it's called top of book protection. y
it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not...
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Oct 9, 2012
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voss will lock in profits and take time to relax and reassess the environment. you have elections, fiscal cliff, the eurozone uncertainty and in that type of environment it is a case of i know things are strong when i get out and look to get back in later on. >> josh brown, what do you do with apple here? do you use the pullback as substantial as it has been, 10% from a peak at the end of september? do you use it as a buying opportunity or a flag in your face that says i have got real reason to worry here? >> i would caution anyone who is booking a funeral home for the final passage of the apple story. i think that's a little premature. technically speaking, we have big volume coming to google and apple and it is the same funds that own both these stocks. nobody should be surprised there is a dip at the beginning of the quarter. i think when have you a quarter where stocks out perform bonds to such a massive degree which is clearly what we saw here, you are going to see people rebalance out of equities, rebalance into stocks and apple is not immune to that. it i
voss will lock in profits and take time to relax and reassess the environment. you have elections, fiscal cliff, the eurozone uncertainty and in that type of environment it is a case of i know things are strong when i get out and look to get back in later on. >> josh brown, what do you do with apple here? do you use the pullback as substantial as it has been, 10% from a peak at the end of september? do you use it as a buying opportunity or a flag in your face that says i have got real...
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Oct 2, 2012
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the consumer environment has been choppy and they can respond quickly to that. >> if you like family dollar can you speak to the margin as they sell more lower end products how do they recover and compare and contrast that to dollar general which has margin upside? >> well, they are selling more food and other consumables. they have been adding additional items into the store. it has put pressure on gross margin. they are using that strategy to drive traffic. that brings customers in day in and day out. they do have the lowest margin in the dollar store sector around 7.5%. dollar general is north of 10%. i think that is the real opportunity for family dollar. they can do things to offset the pressure. they can do more private label. they can do more global sourcing and manage the store better, as well. >> going to leave it there. thanks for your time. what is your retail trade? >> i probably stick with target or kohl's store. if you look at the fiscal cliff. there is a $610 billion impact. 400 billion comes right out of consumer pocket. if you have less money i get the trade but stic
the consumer environment has been choppy and they can respond quickly to that. >> if you like family dollar can you speak to the margin as they sell more lower end products how do they recover and compare and contrast that to dollar general which has margin upside? >> well, they are selling more food and other consumables. they have been adding additional items into the store. it has put pressure on gross margin. they are using that strategy to drive traffic. that brings customers...
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Oct 8, 2012
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. >>> so, will so many individual stocks keep making all-time highs in this environment? >> with us today are sam stovall and our own bob pisani. sam, it's going to come down to earnin earnings, right, which starts tomorrow? >> tomorrow. the bar is not just set low, it's set below, under water. >> below dirt. >> off the lows. capital iq is forecasting a 1.3% deline. it was down to 1.8%. big deal. i think some of the numbers underneath are a little more telling, such as right now the early beat ratio at 58% is below the average of 62%. in terms of guidance, those that are guiding negatively are 3.3 to 1 for those guiding positively. >> that sounds very negative for the stock market. >> well, i think it's baked in right now, or a lot of that is probably baked in. the real question is, whether we're likely to be seeing qe3 as the trough -- >> how can it be baked in if we're sitting at 4 1/2 year highs? how is that baked in? >> exactly. >> i think nothing is really new. what has come out yet that's going to tell us things are a lot worse than we anticipated? materials are exp
. >>> so, will so many individual stocks keep making all-time highs in this environment? >> with us today are sam stovall and our own bob pisani. sam, it's going to come down to earnin earnings, right, which starts tomorrow? >> tomorrow. the bar is not just set low, it's set below, under water. >> below dirt. >> off the lows. capital iq is forecasting a 1.3% deline. it was down to 1.8%. big deal. i think some of the numbers underneath are a little more telling,...
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Oct 10, 2012
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small box stores, they're moving into a urban environment. the whole conference today was very, very successful with analysts. that's one of the things they emphasize. obviously it's a better idea to buy a company you think is investing in growth opportunities than just a dividend. >> that had for long not been the case. this year it's been about cash. >> can we underline a different point we were just talking about? dividend payers may be the sector of the market that have the biggest stake in this election, right? the tax structure from one candidate to another on dividends is huge, the difference, isn't it? >> it is huge. i'm not sure the health care companies really agree with your characterization. >> they have a lot at stake too. >> i think you're right. i think what people forget is that all equity income is not dividends. for instance, reits, part of that is not a dividend they pay out. part of that will not be taxable under this new situation. mlps don't pay. closed in fund. your mlp etf pay dividends. the mlp itself does not. >> wha
small box stores, they're moving into a urban environment. the whole conference today was very, very successful with analysts. that's one of the things they emphasize. obviously it's a better idea to buy a company you think is investing in growth opportunities than just a dividend. >> that had for long not been the case. this year it's been about cash. >> can we underline a different point we were just talking about? dividend payers may be the sector of the market that have the...
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Oct 3, 2012
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the environment has also swung back a little bit towards the old hey day. does that mean the approach by private equity firms is also changing back to the more traditional mcdonald snell. >> no, i don't think so. i think the model is permanently changed. you can't buy cheap gear highly and sell deer anymore. they produce better performance, improve profits, expand the geographies that they work in and so on. so i think the model is permanently changed. the odd example of maybe pure engineering. i think fundamentally it's now about being good stewards of the businesses and improving them while you own them. >> appreciate your time. thank you so much for stopping by. >>> the european banking authority will publish its final report on banks' implementation of capital plans at 1,700 cet today. this follows s a 2011 recommendation to restore market confidence. it will be published after the european markets close. joining us now is the head of the european interest rates strategy at barclays. nice to have you onboard with us today. this has been an ongoing theme
the environment has also swung back a little bit towards the old hey day. does that mean the approach by private equity firms is also changing back to the more traditional mcdonald snell. >> no, i don't think so. i think the model is permanently changed. you can't buy cheap gear highly and sell deer anymore. they produce better performance, improve profits, expand the geographies that they work in and so on. so i think the model is permanently changed. the odd example of maybe pure...
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i know you prefer stocks to bonds in this environment. let me take the other side and say we have global quantitative easing. wouldn't it be better doing what the central banks are doing and getting the capital appreciation? >> we don't disagree. certainly we want to be in line with what the central banks are doing. if the treasury bond is buying treasuries it is good to be a treasury holder. what is going to happen when the central bank buying turns off? we think stocks are going to be well positioned in a modern inflation environment. and the bigger risk, deflation is a very probability. a bigger risk is higher inflation in the future in which case cash and bonds do poorly. we need to be in gold and commodities and real assets. we are building our portfolios to reflect the probability of these different destinations. our biggest scenario is one of moderate inflation and equity should be the class to hold. >> i want to go to two more of your picks. logitech and aia. that is not a name we usually talk about. what is the thesis here? >> it
i know you prefer stocks to bonds in this environment. let me take the other side and say we have global quantitative easing. wouldn't it be better doing what the central banks are doing and getting the capital appreciation? >> we don't disagree. certainly we want to be in line with what the central banks are doing. if the treasury bond is buying treasuries it is good to be a treasury holder. what is going to happen when the central bank buying turns off? we think stocks are going to be...
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>> i think it will struggle to weaken in an environment where we have u.s. federal reserve embarking on what's likely to be an open-endeded quantitative easing program. i think in an environment like that, we're likely to see carry trades continue to be popular, the u.s. dollar to weaken. and partly that's because they have removed a lot of tail risks around a sharp slowdown in global growth, although we're not seeing that just yet. >> i suppose if it doesn't weaken a huge amount, it does help the rba out in terms of its inflation target, right? >> yes, it does. that is one thing that a higher currency will do will keep your import prices low. however, i think the rba have been somewhat frustrated that the exchange rate, australian dollar hasn't acted in its normal way as a buffer against lower global prices for australia's commodities. >> we've had the resources minister saying the mining boom is over. he said these comments a couple times now. if there is a structural shift going on in china as jim was saying earlier and we are now, you know, moving away t
>> i think it will struggle to weaken in an environment where we have u.s. federal reserve embarking on what's likely to be an open-endeded quantitative easing program. i think in an environment like that, we're likely to see carry trades continue to be popular, the u.s. dollar to weaken. and partly that's because they have removed a lot of tail risks around a sharp slowdown in global growth, although we're not seeing that just yet. >> i suppose if it doesn't weaken a huge amount,...
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there's certainly some pressures on bank earnings like the low interest rate environment and anemic loan growth are definitely impacting income for all the banks, big and small. >> is that anemic loan demand, or are they still reluctant to loan, as we saw, as we merged from the financial crisis? >> yeah, in our view, it's really a bit of both supply and demand. no doubt the demand for loans is pretty weak out there. at the same time, credit standards are a lot -- underwriting standards are a lot higher than they were at the outset of the credit crisis. >> i'm going to ask you a question i'm sure you didn't expect. we just had on this ceo that wrote this letter telling his employees that if president obama wins it's bad for the company. he was complaining -- it's a real estate company -- that his issue with president obama is that they didn't force the banks to lend when they got that new capital. is that a justified criticism? could any president have achieved that, or should they have achieved that when they needed to rebuild their balance sheets? >> well, no, i don't think you can forc
there's certainly some pressures on bank earnings like the low interest rate environment and anemic loan growth are definitely impacting income for all the banks, big and small. >> is that anemic loan demand, or are they still reluctant to loan, as we saw, as we merged from the financial crisis? >> yeah, in our view, it's really a bit of both supply and demand. no doubt the demand for loans is pretty weak out there. at the same time, credit standards are a lot -- underwriting...
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Oct 8, 2012
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they were asked what their views are on the current operating environment. joining us with more, chief economist at deloitte. good to see you. i suppose we had a record second quarter of declines. >> confidence went through the floor back in june on the result of what's going on in the euro area. you've seen a bit of a bounce. risk appetite up is bit so i think cfos are looking at the same things the equity markets are looking at, qe-3 in the states, ecb bond buying. but the interesting thing is the underlying stock support is getting rather more defensive, they're more focused on cash. if respect. >> so what can he can to in terms of laying confidence?f re >> so what can he can to in terms of laying confidence?espe >> so what can he can to in terms of laying confidence?ct. >> so what can he can to in terms of laying confidence?. >> so what can he can to in terms of laying confidence? >> so what can he can to in terms of laying confidence? >> a lot of concerns relate to things outside the uk, in particular the weakness of the euro area, uncertainty. so there
they were asked what their views are on the current operating environment. joining us with more, chief economist at deloitte. good to see you. i suppose we had a record second quarter of declines. >> confidence went through the floor back in june on the result of what's going on in the euro area. you've seen a bit of a bounce. risk appetite up is bit so i think cfos are looking at the same things the equity markets are looking at, qe-3 in the states, ecb bond buying. but the interesting...
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Oct 2, 2012
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let's get straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we were looking for support on the stock at around 650. wouldn't you know it, it hit their intraday lows. they don't want to see that stock drop. the interesting thing with that is, you know, apple is a bell weather that's really driving the nasdaq 100, driving a lot of these larger cap benchmarks we follow. if you keep that buoyed, you're going to keep the markets buoyed going forward. >> that's a really good point. i guess, david, for those fund managers who have not owned apple, they're going to be playing catch up fourth quarter so their fund looks better by year end, right? >>
let's get straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we...
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Oct 5, 2012
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where they only spent one year in a deflationary environment, the s&p just now a mere 7% off its all-time high. and i think these contrasting fortunes of the monetary policy's success will put a great deal of political pressure on the boj and i do think that pressure for some extreme or unconventional monetary measures next year will definitely be there. >> so what impacts? >> well, i think the most immediate impact that traders would like to see is a higher dollar-yen. i think they would certainly -- the thourts in japan would certainly like to see a higher dollar-yen dollar yen has been on a down trend for the last five years and there are many traders and fund managers that have tried to pick the bottom and go long dollars and really come on stock, particularly in the early part of this year. so i think in the very near term, dollar-yen is still going to trend lower. however, we just need to see, you know, that change in policy and more urgency from the boj which could happen in the months ahead. >> for dollar-yen to strengthen, do you need treasury yields to back up? >> you need two t
where they only spent one year in a deflationary environment, the s&p just now a mere 7% off its all-time high. and i think these contrasting fortunes of the monetary policy's success will put a great deal of political pressure on the boj and i do think that pressure for some extreme or unconventional monetary measures next year will definitely be there. >> so what impacts? >> well, i think the most immediate impact that traders would like to see is a higher dollar-yen. i think...
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technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. boring. boring. [ jack ] after lauren broke up with me, i went to the citi private pass page and decided to be...not boring. that's how i met marilyn... giada... really good. yes! [ jack ] ...and alicia. ♪ this girl is on fire [ male announcer ] use any citi card to get the benefits of private pass. more concerts, more events, more experiences. [ jack ] hey, who's boring now? [ male announcer ] get more access with the citi card. [ crowd cheering, mouse clicks ] you.piano ]nnouncer ] get more access with the citi card. we know you. we know you're not always on top of it. and how could you be? that often you just want... quiet
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. boring. boring. [ jack...
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Oct 4, 2012
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clearly those industries would be operating under a very different environment. >> don i'm going to ask you the same question? do you have a different investment strategy and president obama than president romney. >> complete fork in the road. this is a no-brainer. you don't even have to drill down to the sector level. all about the fiscal cliff. if romney is elected president, we're not going to have a short-term fiscal cliff problem because he's not going to veto extending the bush tax cuts. and the republicans aren't going to give him so hard a time hiking the debt ceiling. if obama is elected, he has said over and over he will veto any extension of the bush tax cuts that includes extending the tax cuts for the rich. the house, on the other hand, insists on all the tax cuts being extended. if they can't agree, all tax cuts go away. 5% of disposable personal income is ripped from the economy. the republicans take their vengeance by not raising the debt ceiling. we are back in a great recession mid january. which this country can't take. we can't take it. >> we've wasted all our recove
clearly those industries would be operating under a very different environment. >> don i'm going to ask you the same question? do you have a different investment strategy and president obama than president romney. >> complete fork in the road. this is a no-brainer. you don't even have to drill down to the sector level. all about the fiscal cliff. if romney is elected president, we're not going to have a short-term fiscal cliff problem because he's not going to veto extending the...
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Oct 3, 2012
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this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this market and the fundamentals around it. we look now where the big money is eyeing and whether or not foreign money is coming into the u.s. we have henry m henry mcveigh w. tell me what you're hearing. >> the clients with the long-term focus are the ones we traditionally work with. we see opportunities. we have a very big presence in asia. i was just over in hong kong and india. we're finding things to do on the consumer side. i would tell you, i do think the chinese economy in particular, the export economy, is structurally broken. i think that's a big change. i've been going to china since 1995. i think there's a fundamental shift in what's going on. we saw that in the caterpillar
this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this market and the fundamentals around it. we look now where the big money is eyeing and whether or not foreign money is...
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Oct 10, 2012
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right now we're in an environment where there aren't a lot of companies with genuine rapid growth. but ulta salon and tractor supply, they have it in spades. they have the long-term secular growth that makes money managers salivate. they're like dogs at the dog tracks before they get the mechanical rabbit. anyway. let's start with ulta. here is a company that has 489 stores in 45 states. and we know these stores are doing very well, or at least in the united states. how do we know this? in the latest quarter ulta posted 8.93% in same-store sales. ulta plans to open 100 new stores this year, increasing told footage by 22%. that's what these managers are looking for. you might think that kind of expansion can't be sustained for very long. you'd be wrong. ulta believes they can have a 45% increase in the current store cap. that's what these managers like. that means the company still has a very long runway for growth and it's why investors have been lapping up the stomach stock all year. i think the stock can climb higher. even though with an icarus situation with the sun being satura
right now we're in an environment where there aren't a lot of companies with genuine rapid growth. but ulta salon and tractor supply, they have it in spades. they have the long-term secular growth that makes money managers salivate. they're like dogs at the dog tracks before they get the mechanical rabbit. anyway. let's start with ulta. here is a company that has 489 stores in 45 states. and we know these stores are doing very well, or at least in the united states. how do we know this? in the...
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Oct 6, 2012
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but if there is one point i must never stop driving home here, owning expensive stocks risky in an environment when chipotle could be down 100 points. remember that day? that day changed my mind. rain in the risk, even if it means the reward will be crimped. unlike the movies, in real life, greed is bad. michael douglas and more importantly kirk douglas are huge fans of the show. i met them, i'm not kidding and i can just say as a kirk douglas fan, that's as great as it gets. i would link kirk's book if this were amazon, but it's a tv show. safeway meeting reports on thursday. so many -- this is the quarter. anyway so many people have tried to call the bottom in the stock, and all they have is thousands of shopping cartwheel rots on their backs. i'm thinking safeway will be like the checkout line, ten points or less. whole foods, not even that expensive when you factor in the growth rate. a re-enactment of safeway's quarter. okay. now, after the close thursday and this j.b. hunt transport, the trucking company, i don't spend enough time talking about how the truckers are doing. i'm used to the
but if there is one point i must never stop driving home here, owning expensive stocks risky in an environment when chipotle could be down 100 points. remember that day? that day changed my mind. rain in the risk, even if it means the reward will be crimped. unlike the movies, in real life, greed is bad. michael douglas and more importantly kirk douglas are huge fans of the show. i met them, i'm not kidding and i can just say as a kirk douglas fan, that's as great as it gets. i would link...
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Oct 10, 2012
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tech has really taken it on the chin lately, but there is the ability to grow in a weak environment for technology stocks. >> jonathan golub, thank you for joining us today. >>> let's recap the markets for you at this point because we are at our lows of the session. we just had a gap to the downside, about 130 points now in negative territory for the dow at 13,338. can you guys put ucht p the 10- yield for me? i think we had a low -- which should be 1.69% on the 10-year yield. at this point they're moving into the bond market. look at that move on the 10-year yield. 1.68%. ty? it's going to be a rough afternoon. >> moving into bonds and out of storks as we speak. this is going to make some people's blood boil. billionaires getting big tax breaks for buying up swanky condos in new york. swanky franky. robert frank on the story. >> very swanky. the tax breaks are amazing. the question everyone will be asking -- do billionaires pay $90 million for an apartment really need a tax break? a tax break aimed at low income folks? we'll dive into that issue next on "power lunch." [ male announcer
tech has really taken it on the chin lately, but there is the ability to grow in a weak environment for technology stocks. >> jonathan golub, thank you for joining us today. >>> let's recap the markets for you at this point because we are at our lows of the session. we just had a gap to the downside, about 130 points now in negative territory for the dow at 13,338. can you guys put ucht p the 10- yield for me? i think we had a low -- which should be 1.69% on the 10-year yield. at...
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in a brand appropriate environment. we think it makes the brand stronger. it's good for us and them. >> one of the things that people get -- don't understand is that the ag complex doesn't all trade up at the same time. some of the food grains did. but cotton has really gotten cheap. you had very high cotton last year. >> yes, we did. >> is this going through gross margins that cotton's come down so much? >> we had real gross margin challenges last year, particularly in our north american denim business. it's a big business for us and could t denim is a cotton based fabric. we lost 400 basis points in gross margins last year. >> gigantic. >> it is gigantic. but we didn't cover all of our cotton costs while we were doing that. this year, it's coming back to us. it showed up last quarter a little bit. it's going to show up for the back half of the year with improved growth margins. >> one of the things we're going to start hearing is that instead of currency being a headwind, it might be a tailwind. did you calculate 1.28, 1.29 on the euro when you did your l
in a brand appropriate environment. we think it makes the brand stronger. it's good for us and them. >> one of the things that people get -- don't understand is that the ag complex doesn't all trade up at the same time. some of the food grains did. but cotton has really gotten cheap. you had very high cotton last year. >> yes, we did. >> is this going through gross margins that cotton's come down so much? >> we had real gross margin challenges last year, particularly in...
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reit, one that sports a yield, exactly the kind of dividend stock you want in this low interest rate environment. it's rallied since the beginning of the year, but lately it's pulled back three points. it could be giving you a good entry point here. first though, before making any decisions let's take a closer look with the chairman and co-ceo of prologis. brand new guest, brand new name. welcome to "mad money." >> nice to meet you. >> first, you just have the biggest building portfolio i've ever seen. it's global, right? just giant. >> it is pretty big and it's pretty good, which is more important, right? >> the reason i asked, normally i like to have real estate investor guys on because they know the tenor of the united states but you have huge exposure. in your most recent conference call you actually talk about -- what it's like in japan, china, brazil, canada. mexico. and these are doing very well. >> they are indeed. we're in 21 countries and with the exception of a few countries in europe, the rest of the world is actually doing pretty well. including some of the places in europe and nort
reit, one that sports a yield, exactly the kind of dividend stock you want in this low interest rate environment. it's rallied since the beginning of the year, but lately it's pulled back three points. it could be giving you a good entry point here. first though, before making any decisions let's take a closer look with the chairman and co-ceo of prologis. brand new guest, brand new name. welcome to "mad money." >> nice to meet you. >> first, you just have the biggest...
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this is trying to reverse that and saying we're in an environment where banks need to lend. it's a very, very small area. it's only on new loans and the funding scheme. it's not across the board. >> if this is happening at the same time that those implementations are starting to happen, does it matter? is that a significant counter to what the individual countries may be trying to achieve? >> i think it's a contradiction between what basel 3 is trying to achieve the next three years and what the rural economies particularly in europe need. >> which is what andy said -- >> it's an interesting conversation. >> we started off on the wrong point because the good times banks boosting, and in the bad times they are able to relax. but we have got to get to the right capital levels to begin with. >> it's a bit like the inflation theme. maybe a little bit of inflation isn't so harmful to us all. suddenly we don't need an inflation target that's too strict. going to have a little bit of inflation. >> just looking at the bank of england's record, i don't think we have a strict inflatio
this is trying to reverse that and saying we're in an environment where banks need to lend. it's a very, very small area. it's only on new loans and the funding scheme. it's not across the board. >> if this is happening at the same time that those implementations are starting to happen, does it matter? is that a significant counter to what the individual countries may be trying to achieve? >> i think it's a contradiction between what basel 3 is trying to achieve the next three years...
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but the real reason these stocks will be anointed is their genuine high growth names in an environment where because of the slowdown worldwide there are very few real growth stocks out there. sure, many stocks rat 252-week highs. but google and amazon are barn burners. they're so obvious that they're not going to be ignored. every fund that already owns them will be double do you think between now and the end of the year if history is your guide. plus, you got a nice google reversal today, which gives you a chance to do some buying. the charters are going to be calling it the son of apple. they're going to say this reversal today is now the beginning of the big decline, like it was with apple. hey, can we just decide that apple and google are different companies? why don't we start with this amazon. we know that this company is oriented in online retail powerhouse, the widest selection of products, lowest prices, fastest, cheapest delivery. amazon is a beloved company that has cultivated fabulous relationships with its customers, and most important, it's still taking market share all o
but the real reason these stocks will be anointed is their genuine high growth names in an environment where because of the slowdown worldwide there are very few real growth stocks out there. sure, many stocks rat 252-week highs. but google and amazon are barn burners. they're so obvious that they're not going to be ignored. every fund that already owns them will be double do you think between now and the end of the year if history is your guide. plus, you got a nice google reversal today,...
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and that's the reason they're so insulated environment. they're going after a high-end consumer with a decent value proposition. >> i think the shares have underperformed over the past quarter or two on the fears that perhaps china slowed more than anticipated and ultimately with them coming out with a 6% comp in the region while it is a deceleration, i think people demonstrated some relief that it was work. >> good wednesday morning. live here at the new york stock exchange, let's check the markets this morning. the dow adding to losses after yesterday's 110-point drubing, that was the worst point loss since august 23. but we are adding to it. and now down 51, s&p down two, and nasdaq holding on relatively to the flat line, after, of course, its worst day since july. yesterday it was tech in trouble. walmart and costco hitting new highs. walmart seeing a spike after announcing it will challenge amazon. and costco up on better than expected earnings along with higher sales and, of course, those membership fees. chevron, one of the biggest
and that's the reason they're so insulated environment. they're going after a high-end consumer with a decent value proposition. >> i think the shares have underperformed over the past quarter or two on the fears that perhaps china slowed more than anticipated and ultimately with them coming out with a 6% comp in the region while it is a deceleration, i think people demonstrated some relief that it was work. >> good wednesday morning. live here at the new york stock exchange, let's...
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technology, apple, intel, hewlett-packard, financials, aren't you worried about the low interest rate environment and the head winds that exist for those? >> that's funny. that's just fast money. i'd be all in or all out -- >> those aren't daily problems, though. >> here's what i do, i remove my opinion from it because who cares? what you want to look at what the historical precedent is when you get a sharp drop in interest rates, followed by a pivot back up, which is what we've had at the end of july. when that's happened in the past and i use the ten-week rate of change on the ten-year note yield. six months out every time information technology and consumer discretionary has outperformed. financials have outperformed all but once, and the industrials all but once, as well. so, again, you want to look at what performs with interest rates? and i think that goes to stephanie's point too. what could kill earnings next year? well, that's if we have further deterioration in international economic activity and all the global money printing doesn't work. now, let's get by whether that's right or wrong
technology, apple, intel, hewlett-packard, financials, aren't you worried about the low interest rate environment and the head winds that exist for those? >> that's funny. that's just fast money. i'd be all in or all out -- >> those aren't daily problems, though. >> here's what i do, i remove my opinion from it because who cares? what you want to look at what the historical precedent is when you get a sharp drop in interest rates, followed by a pivot back up, which is what...
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and it's part of, you know, that understanding of the macroeconomic environment. did influence our guidance for 2013. it's very much a factor that, you know, is on my mind. we have a big exposure to europe. some of the markets in europe are our strongest markets. we have very big shares. and so we had to take that into account as we gave guidance for 2013. so we took into account the macroeconomic environment, the market changes that are under way, the challenges we have internally, and the products that we're bringing to market and, said, you know, what do we think is a reasonable achievable goal that will allow us to make the investments that will set this company up for a great 2014 and beyond. >> meg, is hp simply too big still? you mentioned during this interview, 320,000 employees. it's almost amazing to think a company with less than a $30 billion market, of course, you have a huge revenue line as well. you have 2100 different skews of laser printers. is the scale simply large for you to manage and for it to succeed? >> i don't think so. you know, i have no
and it's part of, you know, that understanding of the macroeconomic environment. did influence our guidance for 2013. it's very much a factor that, you know, is on my mind. we have a big exposure to europe. some of the markets in europe are our strongest markets. we have very big shares. and so we had to take that into account as we gave guidance for 2013. so we took into account the macroeconomic environment, the market changes that are under way, the challenges we have internally, and the...
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it will look less aattractive from an investment environment. >> how many dow points will fall if obama is re-elected in your opinion? >> i would say 10% at least. >> just because obama wins? >> absolutely. >> and his policies? >> i'm just baiting you and see how you come out this. >> the policies are for real. the fact that he wins the stock market. >> a no growth economy is not going to support a price earnings ratio. >> obama believed in capitalism and believes in a different type of capitalism than other people. the other point is that -- the same argument was made in '08 and the stock market went up 100%. >> after getting crunched on the way down. thank you very much. we tried. coming up, unchecked, unlimited union power. oh, my goodness. in 30 days michigan is going to vote on a union-backed ballot member to make unionizing a constitutionally protected right. the michigan governor joins me next. he has something to say about that. later on, mitt romney blasts obama's foreign policy calling for the u.s. to play a tougher role, especially in the middle ea east, and slamming obama sa
it will look less aattractive from an investment environment. >> how many dow points will fall if obama is re-elected in your opinion? >> i would say 10% at least. >> just because obama wins? >> absolutely. >> and his policies? >> i'm just baiting you and see how you come out this. >> the policies are for real. the fact that he wins the stock market. >> a no growth economy is not going to support a price earnings ratio. >> obama believed in...
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in the current low-rate environment, large-cap pharma yielding roughly 34%, which on average is 2% higher than stocks in the s&p and vastly outperform, the 10-year treasury note. pfizer is a top dividend payer in the group and a likely increase is expected by year end. shares of pfizer have gained 30% since lipitor went off patent last year thanks to recently launched drugs and solid earnings growth. not just pharma is on the move. biotech hitting several all-time highs in the past month. gilleon has a promising hepatitis c drug in development which it acquired in late 2012. m and a has been a major catalyst for biotech stocks. alexion is a player in a niche market which it can effectively dictate pricing which is a huge advantage making it an eye-catching target for large-cap drug firms looking to bill out their portfolio via acquisition. coming up on closing bell, we'll take a look at some of the standouts in the energy and utilities sector. now it will be really interesting to see what happens to health care stocks post the election. >> they have been soaring. it is an excellent report
in the current low-rate environment, large-cap pharma yielding roughly 34%, which on average is 2% higher than stocks in the s&p and vastly outperform, the 10-year treasury note. pfizer is a top dividend payer in the group and a likely increase is expected by year end. shares of pfizer have gained 30% since lipitor went off patent last year thanks to recently launched drugs and solid earnings growth. not just pharma is on the move. biotech hitting several all-time highs in the past month....
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sort of, for her -- it had happened in smaller ways but just the significance of it, the regulatory environment, all of those things came together in a way that maybe she just couldn't foresee. >> susan, thanks for joining us. it is a good read. enjoyed it very much. >> appreciate you having me here. >> great interview there, sue. >>> sprint customers can now pick their own vanity phone number. i'm not kidding. the idea is simple. instead of a ten-digit number you just dial "power lunch" instead. call me. don't go away. ♪ [ piano ] you. we know you. we know you're not always on top of it. and how could you be? that often you just want... quiet. we know all that life demands from you. and how it's almost impossible for you to escape. almost. introducing a car made better for you in every way. the luxurious, all-new honda accord. it starts with you. >>> time for the power rundown. kayla tausche and bob pisani is with me as well. china, those tensions we mention seem to be deepening. nation, now friend or foe to the u.s. and its investors? what do you think, kayla? >> i learned last week that ch
sort of, for her -- it had happened in smaller ways but just the significance of it, the regulatory environment, all of those things came together in a way that maybe she just couldn't foresee. >> susan, thanks for joining us. it is a good read. enjoyed it very much. >> appreciate you having me here. >> great interview there, sue. >>> sprint customers can now pick their own vanity phone number. i'm not kidding. the idea is simple. instead of a ten-digit number you...
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i think the environment for policy makers in india has become much more forgiving. i think better bernanke will try to ease their concerns about quantitative easing and inflation, but it will make investors much more interested. there's also been --quantitativ inflation, but it will make investors much more interested. there's also been --to ease the quantitative easing and inflation, but it will make investors much more interested. there's also been --ease their quantitative easing and inflation, but it will make investors much more interested. there's also been -- what surprised them was how little money moved out. we saw very little selling in stocks by foreigners. that money has all come back in now. a the lot of sovereign wealth money that comes in and i think people are buying the long term growth story of a country that is very young and still growing. so if policies stick from here on out, i think that the economy will do a lot better. but investors will be looking to see that, they'll want to see some traction where they can produce investment, where they c
i think the environment for policy makers in india has become much more forgiving. i think better bernanke will try to ease their concerns about quantitative easing and inflation, but it will make investors much more interested. there's also been --quantitativ inflation, but it will make investors much more interested. there's also been --to ease the quantitative easing and inflation, but it will make investors much more interested. there's also been --ease their quantitative easing and...
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and an environment that is favorable for business is actually an environment where business will create jobs. how that's going to go over? >> it won't go over well, he hasn't had a real plan so far. these are about real people's lives. he's got a tougher job i think than the president tonight. because most people because of his comments whether he realizes it or not, he's lived a privileged life. and he doesn't understand common workers, what we go through every day. so he's got a tough job to make people let them know that he does understand what they go through. if he can do that, he'll have a good night. if he can't, i don't think the zingers are going to matter. because big problems require big solutions not bumper sticker answers. >> of course we know the relationship between white house and labor has not always been rosy over the last four years. is there something the president also needs to say to impress you? >> again, it's not what he says to me but what really american workers need. and that's a serious, serious commitment and a real plan to create jobs and right the economy.
and an environment that is favorable for business is actually an environment where business will create jobs. how that's going to go over? >> it won't go over well, he hasn't had a real plan so far. these are about real people's lives. he's got a tougher job i think than the president tonight. because most people because of his comments whether he realizes it or not, he's lived a privileged life. and he doesn't understand common workers, what we go through every day. so he's got a tough...
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we feel comfortable we're offering a safe environment for consumers. >> people look at penn national gaming, what differentiates you from your cohorts in this space? >> we think given our conservative balance sheet and ability to invest capital wisely we get great returns on investment. there's $400 million here, the $320 million will be great returns. race tracks moving from toledo and here in columbus up to youngstown, they're going to be great investments. we' we're disciplined in allocating capital. >> it's a 3.25 billion market cap. back to you. >> they are good jobs, though, ryan, you can see why people want, working in a casino, it beats digging ditches. how many, 58,000 applications for 2,000 positions? >> right. i don't think you can get in, joe. that's right. and the wrinkle here, we ran into a couple in pennsylvania, it's a smoke-free floor, too, which is actually good because this is the only suit i have on the road and i can't have it stinken up on my way home. >> i'm not sure what you're talking about the poor conventioneers where the real sins are committed. appreciate
we feel comfortable we're offering a safe environment for consumers. >> people look at penn national gaming, what differentiates you from your cohorts in this space? >> we think given our conservative balance sheet and ability to invest capital wisely we get great returns on investment. there's $400 million here, the $320 million will be great returns. race tracks moving from toledo and here in columbus up to youngstown, they're going to be great investments. we' we're disciplined...
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>> think the baseline for us is essentially more of the same, but in an environment in which earnings are still pretty good and interest rates are still very, very low. i think the baseline forecast does support higher equity prices from here. i do think it's quite bimobile. i think that the alternative scenario to the baseline is one that's significantly worse because we do get a much bigger hit from the fiscal side, but on the baseline, it's supportive. >> i'm really quite confused here and the economy created 114,000 jobs and there's so much noise about the various aspects of the survey. and i'm not sure. 114,000 jobs create side bad, isn't it? that's very, very disappointing. >> it's lackluster, i would say. >> don't we have to -- typically say we have to generate 200,000 to deal what's happening with the population. isn't that usually where we are? why are we not there today? >> to keep the unemployment rate stable you need about $100 and the participation doesn't change. anything over 100,000 will push it over time. under 14 it would be extremely slowly so that is bad and, you k
>> think the baseline for us is essentially more of the same, but in an environment in which earnings are still pretty good and interest rates are still very, very low. i think the baseline forecast does support higher equity prices from here. i do think it's quite bimobile. i think that the alternative scenario to the baseline is one that's significantly worse because we do get a much bigger hit from the fiscal side, but on the baseline, it's supportive. >> i'm really quite...
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technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. i have a cold... i took dayquil, but i still have a runny nose. [ male announcer ] truth is, dayquil doesn't work on runny noses. what? [ male announcer ] it doesn't have an antihistamine. really? [ male announcer ] really. alka-seltzer plus cold and cough fights your worst cold symptoms, plus has a fast acting antihistamine to relieve your runny nose. [ sighs ] thank you! [ male announcer ] you're welcome. that's the cold truth! [ male announcer ] alka-seltzer plus. ♪ oh what a relief it is! ♪ [ male announcer ] try new alka-seltzer plus severe allergy to treat allergy symptoms, plus sinus congestion, and pain. and those w
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. i have a cold... i took...
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technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. domestic, abundant, clean energy to power our lives... we call this our mission.mpany, green toys teaches children that if i have a milk jug and i stick it in the recycling bin it can turn into something new. chase allows us to buy capital equipment to be able to manufacture in the states to the scale we need to be a global company. with a little luck green toys could be the next great american brand. find what's next for your business at chase.com/mainstreet >>> let's get you a sector check. the bond market closed but stocks quite open. utilities and materials top performing sectors. health care and tech are lag the broader ma
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. domestic, abundant,...
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and until you have certainty, i think you'll have what feels like a very flat environment. >> i hesitate to call it the new normal other than i do believe is that a new nbc show that i could plug quickly? isn't it a new -- hell of a show. and it allowed -- helped us win the sweeps. >> do you watch "mad men"? >> i haven't yet. is that based on you? you're much better looking and that guy. >> joe, if i was better looking than jon hamm, i'd be in your seat. >> very subjective. and to me, you are. >> that's why we have this mutual admiration society. but it is an unbelievably good show and sort of a reflection of what advertising was like in the 60s and 70s. >> but it also is a reflection of how we -- the shows that i am absolutely addicted to, i watch when i want. boardwalk empire or homeland or -- >> if you watch the newsroom or suits, they are great. those two are superb. >> and that's what worries me because these are nudity and language and all that, and i'm wonder can go a network compete. but maybe this revolution is -- i grot ot to check it out. >> one of the things we talked about l
and until you have certainty, i think you'll have what feels like a very flat environment. >> i hesitate to call it the new normal other than i do believe is that a new nbc show that i could plug quickly? isn't it a new -- hell of a show. and it allowed -- helped us win the sweeps. >> do you watch "mad men"? >> i haven't yet. is that based on you? you're much better looking and that guy. >> joe, if i was better looking than jon hamm, i'd be in your seat....
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and it's a hurried environment. >> but sometimes what might motivate someone if they thought that you were thinking about it. you just want to bolster his confidence. >> no, not bolstering his confidence. we think he's that good. he is that good. i wouldn't look at the numbers too seriously, 31 or 28. a quarterback's job ultimately is to win games. and mark sanchez has proven he can do that. and he can -- like he pulled out a game a few weeks ago at the last couple of minutes and played miami. that was an ugly game. >> you think the jets can beat some of the best teams in the league? >> i think we were very competitive in the last game. >> we were in there all the way to the end, we made some, a little few mistakes and that cost the game. >> -- tebow next year too? >> yeah, absolutely. he'll be with us for three years. and i think he's going to have -- he's going to be a real asset in helping us win games. >> do you know? is he still a virgin? >> i don't really go into that. >> just, you know, inquiring minds want to know. >> inquiring minds want to know. >> no, i don't know. i know t
and it's a hurried environment. >> but sometimes what might motivate someone if they thought that you were thinking about it. you just want to bolster his confidence. >> no, not bolstering his confidence. we think he's that good. he is that good. i wouldn't look at the numbers too seriously, 31 or 28. a quarterback's job ultimately is to win games. and mark sanchez has proven he can do that. and he can -- like he pulled out a game a few weeks ago at the last couple of minutes and...
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. >> here he is now around out working on making certain that we have an environment where we can create more -- bernie hasn't got to work a day the rest of his life, bernie and billy are having a wonderful life, god bless this man, he's spending his time and his money getting the message out. we know how to create jobs. we've created them. the point i'm making is the taxes will go up when you have a bigger work base. >> right, and that -- >> that's what he's betting on. >> it's a supply side argument and anyway, we got to run because we have mr. mccain coming up. >> oh, good. >> we do. mitt romney says the middle east has become a more dangerous place during the obama administration. he made his remarks in what his campaign called a major foreign policy speech yesterday in virginia, joining us now is more, senator john mccain, joins us from raleigh, north carolina, where he's campaigning for governor romney. in a nutshell, senator, summarize the points that governor romney made that you think are most spot-on in terms of talking about the middle east and where we are right now. >> well,
. >> here he is now around out working on making certain that we have an environment where we can create more -- bernie hasn't got to work a day the rest of his life, bernie and billy are having a wonderful life, god bless this man, he's spending his time and his money getting the message out. we know how to create jobs. we've created them. the point i'm making is the taxes will go up when you have a bigger work base. >> right, and that -- >> that's what he's betting on....
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dropped by about a third from precrisis levels, basically small businesses are just not growing in this environment and big businesses are chasing profits abroad. so the government is just not getting the tax take on that front. in the asset classes, you can see some of the levels not that good at the moment. bundes still attracting a lot of attention. we've been waiting on spain to fishlgly l-- officially ask fo that aid. nonetheless, we're not seeing too much pressure on the periphery, 5.75%. let me send it back to you. >> thank you very much. the first presidential debate. john harwood is on the ground in denver. he joins us with the latest nbc news "wall street journal" poll. it looks like things are starting to even out at least a little. is this the bounce that president obama got after the democratic convention coming back down? >> well, i think it's the bounce from the convention and the surge that he got on top of the convention with that 47% video, so there is some good news for romney. not only our national poll, but also in the swing state polls that we do with "the wall street journal"
dropped by about a third from precrisis levels, basically small businesses are just not growing in this environment and big businesses are chasing profits abroad. so the government is just not getting the tax take on that front. in the asset classes, you can see some of the levels not that good at the moment. bundes still attracting a lot of attention. we've been waiting on spain to fishlgly l-- officially ask fo that aid. nonetheless, we're not seeing too much pressure on the periphery, 5.75%....
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continued, and i have made movies since then and speeches and gotten very heavily involved in promoting the environment and so on, but nothing is the same anymore because my personal life has been destroyed. so now -- destroyed because of stupidity, of bad decision making and this huge failure on my part and made a lot of people suffer because of that. so all of that is always on my mind. >> have you been taken aback by the extremity of some of the reaction? people treating you almost like a mass murderer, how dare you commit this hideous crime, when actually, you did what millions of men have done. i'm not excusing it, defending it, anything. i'm just trying to put it into some kind of context, that at times, you've been so battered by this. have you felt it's been too much or not? >> you know, i never tell the press what to write and what to say. they do what they do and i do what i do. and you know, i think that it is my doing. they didn't create this story. no one else created the story. i created it. it's my doing. i did not ever experience the severity that you just explained, but then again, you
continued, and i have made movies since then and speeches and gotten very heavily involved in promoting the environment and so on, but nothing is the same anymore because my personal life has been destroyed. so now -- destroyed because of stupidity, of bad decision making and this huge failure on my part and made a lot of people suffer because of that. so all of that is always on my mind. >> have you been taken aback by the extremity of some of the reaction? people treating you almost...
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you got to sit down with democrats and republican, you got to create a bipartisan environment which mitt romney has a record of doing in massachusetts, 80% of the legislature was democrat, he managed to get a lot done, balanced the budget four times in massachusetts. how do we know he can do this? he balanced the budget four times in four years straight in massachusetts without raising taxes. he knows how to do this. he knows how to bring people together, work across party lines. part of the reason i think he was so well received during last week's debate is people saw a very accessible, optimistic, energetic guy who has this record of working with people from across the political spectrum and i think he'll do that when he gets into congress, implementing and negotiating based upon these principles that he's laid out. >> two big debates coming up in the next week. one is the vice president debate. everyone expects joe biden to come out like raging bull and try and redress the balance of a rather dopey president obama the other night. if he does that, and the polls start to swing back on
you got to sit down with democrats and republican, you got to create a bipartisan environment which mitt romney has a record of doing in massachusetts, 80% of the legislature was democrat, he managed to get a lot done, balanced the budget four times in massachusetts. how do we know he can do this? he balanced the budget four times in four years straight in massachusetts without raising taxes. he knows how to do this. he knows how to bring people together, work across party lines. part of the...
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i don't want to kill jobs in this environment. let me make one more point. >> let's let him answer the taxes thing for a moment. >> okay. >> mr. president. >> we've had this discussion before. >> about the idea that in order to do -- to reduce the deficit, there has to be revenue in addition to cuts. >> there has to be revenue in addition to cuts. now, governor romney has ruled out revenue. he has ruled out revenue. >> absolutely. look, the revenue i get is by more people working, getting higher pay, paying more taxes. that's how we get growth and how we balance the budget, but the idea of taxing people more, putting more people out of work, you'll never get there. you never balance the budget by raising taxes. spain spends 42% of their total economy on government. we're now spending 42% of our economy on government. i don't want to go down the path to spain. i want to go down the path of growth that puts americans to work with more money coming in because they're working. >> but, mr. president, you're saying in order to get it --
i don't want to kill jobs in this environment. let me make one more point. >> let's let him answer the taxes thing for a moment. >> okay. >> mr. president. >> we've had this discussion before. >> about the idea that in order to do -- to reduce the deficit, there has to be revenue in addition to cuts. >> there has to be revenue in addition to cuts. now, governor romney has ruled out revenue. he has ruled out revenue. >> absolutely. look, the revenue i...
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>> well, i am scared because you go up to 120,000 feet, which is a really hostile environment, and no matter how much you have prepared yourself, you never know how it turns out until you do it for real. >> wow. that is a lot of nerve. he is right. baumgartner is scheduled to jump on tuesday, and he will be up 23 miles in the air when he first jumped and will reach at least 690 miles per hour on the way down. that is remarkable. we wish him luck. >>> today 1,000 pastors plan on getting political, and that could cost them their tax exempt status. in fact, they actually hope it does. we'll explain. >> i encourage you -- 100% greek. 100% mmm... ♪ oh wow, that is mmm... ♪ in fact it's so mmm you might not believe it's a hundred calories. well ok then, new yoplait greek 100. it is so good. ♪ >> announcer: meet tom, a proud dad whose online friends all "like" the photos he's posting. oscar likes tom's photos, but he loves the access to tom's personal information. oscar's an identity thief who used tom's personal info to buy new teeth and a new car, and stuck tom with the $57,000 bill.
>> well, i am scared because you go up to 120,000 feet, which is a really hostile environment, and no matter how much you have prepared yourself, you never know how it turns out until you do it for real. >> wow. that is a lot of nerve. he is right. baumgartner is scheduled to jump on tuesday, and he will be up 23 miles in the air when he first jumped and will reach at least 690 miles per hour on the way down. that is remarkable. we wish him luck. >>> today 1,000 pastors...
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in a quiet environment, you want to make sure that off quiet environment because that interrupts your sleep cycles, too. >> maybe some ear plugs or white noise. >> ear plugs, or white noise. but when you sleep with the tv on, set the alarm so 20 minutes later it turns off. >> an alarm clock, you say? >> ideally you wake up without an alarm clock. if you need it, use it initially. you want good pillow so that you have the proper biomechanics. >> that's a great looking april low. pretty comfortable? >> tempurpedic. >> napping is okay, but don't throw off your sleep schedule. >> get a schedule, high qualltism it's not about doing more, it's about the highest quality sleep possible. >> and take some vacation time. sleep a lot. mark, thank you. nice to see you. >>> from slum to opera singer, a member of mitt romney's much maligned 47% takes to the stage and sets a new tone for perception of the poor and how a hand up got him to center stage. [ male announcer ] this is anna, her long day teaching the perfect swing begins with back pain and a choice. take advil, and maybe have to take up to
in a quiet environment, you want to make sure that off quiet environment because that interrupts your sleep cycles, too. >> maybe some ear plugs or white noise. >> ear plugs, or white noise. but when you sleep with the tv on, set the alarm so 20 minutes later it turns off. >> an alarm clock, you say? >> ideally you wake up without an alarm clock. if you need it, use it initially. you want good pillow so that you have the proper biomechanics. >> that's a great...
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